TD Ameritrade Endows Director of Financial Planning for Texas A&M
Nathan Harness, currently an assistant professor of finance at TAMU, will step up to the position of TD Ameritrade Director of Financial Planning.
‘Window of Opportunity’ for Interest Rate Hike Is Nigh: MFS
An MFS fixed income expert compares current wages, core CPI and unemployment to previous Fed hiking cycles — and finds they're remarkably similar.
Financial Advisors Miss the Mark on Business Growth Goals: FPA
A new study from the FPA Research and Practice Institute found that more than half of advisors believe their business development efforts are failing.
Discuss LTC or Visit Dentist? In Study, 25% Prefer Dentist
According to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
Holiday Shopping Puts Hole in Americans’ Pockets
More than a third of Americans plan to shift their saving and investing strategies to accommodate for the holiday shopping season.
Fed Will Have to Walk Tightrope to Raise Rates: Voya
Voya Investment Management experts predict “a first-quarter 2016 tightening, earliest December 2015” while Wall Street sees a hike as early as June.
SEC’s Enforcement Division ‘Here to Stay’ in Muni Bond Market
It’s been a year of many firsts for enforcement and regulation in the municipal bond market, which has previously received little attention, says SEC’s Ceresney.
Advisors, Don’t Retire at 65: SIFMA Panel
One way to ease the talent crisis is to encourage older advisors to stay in the business longer, panelists said.
Edward Jones Has Hired 1,250 Veterans as Advisors
More than 10% of Edward Jones advisors have a military background.
People Living Longer but Not Addressing LTC: Northwestern Mutual
Despite being aware of the implications of longevity, only a fraction of Americans have planned for long-term care, according to a new study.